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Why Blocked AT&T, T-Mobile USA Deal is Good for Growth

August 31, 2011

Critics might say, in the history of M&A, it is difficult to recall one instance where more jobs were created as a result of two companies coming together. Yet this is the argument AT&T has been making for just less than three months after the merger announcement with AT&T and T-Mobile USA was announced. In part the argument was reinforced by the company's commitment to bring remote call center jobs back to the states.

Moreover, AT&T’s claim that this merger would be good for consumers is an interesting one as critics might say it is fairly easy to argue either side.

Suggestion: Apple's First Move Without Steve Jobs

August 25, 2011

Apple went from computer innovator to little more than a joke. Then Steve Jobs returned and since then, the company has become the absolute leader in tech, consumer electronics, wireless, tablets, music, entertainment, app stores, retail, industrial design and those are just off the top of my head. Jobs also turned Pixar into a multibillion dollar company and created movies destined to become classics.

Jobs did more than create new products and industries, he was savvy enough to lock up supply chains for hard disks, displays and other products keeping the competition scrambling to not only copy the company but to produce products in quantity.

The momentum the company has is incredible and in the tablet and music player market, the company is virtually untouched. Moreover, I fully expect an Apple TV (a real television I mean) in the future with even better integration with online video options.



Suzanne Bowen Moves to AstraQom

August 25, 2011

Electronic Health Records Only as Strong as Weakest Link

August 24, 2011

It is becoming commonplace to find that organizations of virtually all sizes are getting hacked and their data compromised. Sony and the CIA are just some of the latest we have heard of.

Let's be clear, these are some very high-profile sites and if they are hackable, it may be safe to say virtually all sites and are potentially vulnerable. Of course we know security is a journey and not a destination meaning companies need to install the latest patches and updates and monitor their code carefully for potential buffer overrun and related attacks.

One of the most recent areas of digitization is electronic health records and candidate and President Obama has discussed the potential benefits of going digital in the past. Then again, it isn't like the average consumer who has used LPs, tapes and MP3s doesn't understand that the digital format is the best for multiple reasons.

So when politicians finally read the Obamacare bill and start implementing it - we can bet there will be a heavy, heavy focus on electronic health records (EHR).

But wait, the EHR of 300,000 Californians have been floating around the Internet according to a story on TMCnet's HealthTechZone.







ITEXPO West 2011 Austin Highlights

August 23, 2011

Before all ITEXPO events I do a final proofread of the show directory and this one may be the biggest ever at 132 pages with tabs (just doing our part to support the economy). We will post a PDF version soon so you can see what’s in it but until then, here are some highlights that caught my eye:

Keynotes & Exhibits Tuesday, September 13th at 9:15 AM we have Ian Pennell from Cisco and at 4:30 PM-5:30 PM we have keynotes from Siemens and IBM followed by a Grand Opening Networking Reception sponsored by Interact from 5:30-7:30.

Wednesday, September 14th at 10:00 AM – 11:00 AM we have keynotes from Polycom and DHL followed by exhibits from 11:00 AM- 4:00 PM. Then at 4:00 PM there is a Cocktail reception sponsored by Rackspace Hosting and at 4:45 you could win a pair of mountain bikes from Mellow Johnny's Bike Shop - an Austin Institution ( I am told).

Cisco's Ian Pennell to Keynote ITEXPO in Austin

August 22, 2011

We are thrilled to announce that Cisco's Ian Pennell The Senior Vice President, Small Business Technology Group will be keynoting ITEXPO in Austin, TX, Tuesday, September 13, 2011 between 9:15 AM and 9:45 AM. One reason I am excited to announce his participation is Pennell handles much of the carrier and VAR/channel partner relationships and these are integral parts of the ITEXPO experience.

It should be a great event and Cisco's participation joins a roster of truly crucial tech companies keynoting  such as Mike McCarthy the VP of Cloud Computing Services at IBM, Mark Straton, Senior Vice President Solution Marketing Voice and Applications at Siemens, John Antanaitis, VP of Marketing at Polycom and Matt Groppe, Director of Global Business Development, DHL Same Day.

Update: Another event which takes place the same week at the same convention center as ITEXPO is StartupCamp4 Comms Edition and the keynoter for this event will be Bob Metcalfe, the inventor of Ethernet, VC, professor, cofounder of 3COM and author of the world-famous Metcalfe's Law.

By the way, speaking of DHL - if you doubt a shipping company is really in the tech space - check out this editorial from Marc Andreesen in the Wall Street Journal this past weekend which explains why software is eating the world. Here is an excerpt as a subscription my be required to view.





20 Millions Reasons WiMAX is Here to Stay

August 22, 2011

Wait a minute. The common wisdom in the wireless world is that WiMAX lost the war to LTE. But with the news that the standard has passed 20 million subscribers, is it time to rethink that premise? The answer is that in many cases incumbent providers have opted for LTE as their 4G standard of choice and as a result, WiMAX is going to remain somewhat nichy.

Death of the PSTN a Major ITEXPO Topic in Austin, TX

August 18, 2011

In 1997 when TMC announced the launch of Internet Telephony Magazine – the world’s first publication on IP communications I met with dozens of skeptics who told me emphatically that the technology was a hobbyist toy and not something you make a magazine out of. People at the COMDEX event I attended were sure it wasn’t the birth of a new industry. Fast forward about 15 years and now because of VoIP and wireless (which when 4G goes mainstream will also be VoIP-based) – not to mention social networking, there is serious talk about killing the traditional circuit-switched telephone network or PSTN by 2018!

This is huge news and the ramifications are massive – not only for investors but for companies in the telecom and datacom spaces looking to figure out how to navigate a changing telecom landscape.

Google Pays Half Million Per Patent for Motorola Mobility

August 16, 2011

Google just purchased patents as part the acquisition of Motorola Mobility – 24,500 of them to be exact. At a $12.5B valuation that puts the value per patent at $510,204 apiece. But the search giant also gets 19,000 employees on top of the 29,000 it already has.

The question is does Google want these employees or to manage a business which is so different from software and advertising that it makes your head spin.

Got Big Telecom Data? You Need Infinity Ear from Empirix!

August 16, 2011

OK, this isn’t a real product name – yet but you could potentially help pick it – be sure to let the company know if you have a name for their new product line.

I sat down with Tim Moynihan and Gordon Eddy of Empirix at SpeechTek and was happy to hear the company has been experiencing double-digit growth. Testing companies like Empirix are a great barometer for the markets they serve as they grow with the percentage of deployments in the spaces are in. In this case, the company is seeing increasing orders as a result of the migration to IP so SIP trunking and SBC deployments have really helped the bottom line.
Moreover, companies are seeking out testing services from Empirix before they deploy CRM, call center and UC services.

Mergers have been another positive factor in the company’s growth as companies have to ensure their disparate systems can interop smoothly before they go live as part of a more seamless network of communications systems.

An interesting area of expansion will be introduced this fall – analyzing “big data” for the telecom space. The point here is big data is being scraped and analyzed with positive results in data centers but there has been a lack of tools to do the same in the telecom space.






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